Netflix (NASDAQ:NFLX) closed 4.54% higher on the day as developments in the industry continur to break in the company's favor.

Last week, there was some indication that Netflix could benefit from a shortened theater exclusivity window - while today at the UBS Global Media and Communications Conference Charter's CEO said his company is in advanced talks on bringing Netflix into its on-screen interface.

Analyst James Cakmak broadly considers an investment shift to come as Facebook (FB+1.6%), Amazon (AMZN+2.6%), Alphabet (GOOG, GOOGL) and Netflix (NFLX-1.5%) have each enjoyed strong two-year runs, and combining with the prospect of the extent of upside subsiding and disproportionate ownership across the names in relation to benchmarks, asserts the "winners of this year and last may become the primary source of funds next year."

Theater stocks spiral lower amid increased focus on a shorter window before movies are available at home.

A top exec at Warner Bros. (TWX-0.6%) said at an investor conference earlier this week that he has held constructive talks within the industry about offering faster home rentals on top movies at a premium price ($25 to $50). Kevin Tsujihara says some films could be available for streaming as soon as two weeks after their big screen debut.

TiVo says it will integrate NFLX into its set-top boxes, and include searches across the content catalog and a Netflix button on remote controls; a separate agreement between the two companies gives NFLX a license to TiVo's patent portfolios.

TiVo says the agreements with NFLX do not change FY 2016 estimates the company provided at the time of its Q3 earnings report.

Analyst Jason Helfstein considers Facebook and Amazon among the most attractive of the group, though Outperform ratings on each are held by the firm. While sharp negative post-election reaction across the names is somewhat moderating, notes investor concern involving net neutrality, immigration, regulation and trade remain, resulting in below-premium trading levels.

As major U.S.-based companies Apple (AAPL-2.6%), Amazon (AMZN-4.8%), Facebook (FB-2.4%), Alphabet (GOOG, GOOGL), Microsoft (MSFT-2.6%) and Netflix (NFLX-5.9%) trade substantially and uniformly off on the day in stark comparison to rallies ongoing in other sectors, observations on root causes vary.

Theories involve uncertain anticipated adjustments to foreign trade policies, possible domestic regulation modifications, run-ups in the sector prior to Election Day sparking a resulting sell-off, natural portfolio restructuring and campaign rhetoric that is unclear at this point how material it may eventually prove to become.

The sector remains on close watch until volatility and heavy movement into the red on a near-term basis subsides and implications of a transitioning U.S. government become more clear.

Netflix's service will be integrated throughout the platform, meaning customers will be able to search and browser programming alongside live and on demand programs through their Xfinity TV subscription, Comcast says.

A user can search for an actor and see everything that actor's in, whether on Netflix or on its Xfinity live/on-demand programs. And they'll be able to launch the app by saying "Netflix" into their X1 voice remote.

The move should provide a vector for new Netflix customers as well, since they can sign up directly through the box and have it added to their Comcast bill.

Netflix (NFLX-0.5%) Chief Content Officer Ted Sarandos tells CNBC that the company is working on an off-line viewing option to make its service more attractive in global regions with limited Internet access.

LeEco plans to list shares in the U.S. in 2019 as it stays on an aggressive track to grow globally, according to South China Morning Post.

The consumer electronics giant, which acquired Vizio earlier this year for $2B, sells smartphones, TVs and tablets, all tied to its video-streaming platform, under a developing ecosystem.

It's a bold move by the Chinese company to attempt to capture significant market share in the competitive U.S. market against Apple and Amazon (NASDAQ:AMZN), although there are reports that it's in talks with Netflix (NASDAQ:NFLX) for a content partnership.

LeEco is also working with Faraday Futures on electric vehicle R&D. The company showed off its EV concept LeSee model earlier this year and has thrown out some very ambitious long-term production targets. Despite the buzz, there's still quite a bit of work to be done before it can be considered a legitimate challenger to Tesla (NASDAQ:TSLA), Nissan (OTCPK:NSANY), General Motors (NYSE:GM) and other EV players.